Insight to Action: With Salesforce WAVE Analytics Cloud and Custom Actions

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Insight to Action

Insight to ActionUsing WAVE Analytics and Custom ActionsKerry TownsendSolution Architect, Associate Manager - Accenture @kerrytownsend

Take AwaysDont Panic! The slides will be available afterwards

Why?

What are the benefits to you?Why is this important now?

What?

What are Custom Actions?What is the WAVE Analytics Cloud?

How?

How to approach a Proof of Concept?How to enable Customer Actions in WAVE?

Next StepsResources

Reduction in Storage LimitationThe Internet of Things Value Realisation

WWW Making Data insights available to allTools developed for business UsersIncrease in Mobile Devices

Swimming in DataData DemocratizationTools Advances WAVE Platform excepting SF and External Data has native custom ActionsSalesBudgetOperational Loyalty Voice of the CustomerEnabling Frontline StaffWhy?Why is this important now?

Swimming in DataChanges seen in the internet

Mobile AppsEase of useVisually Sticky

Build on what users know Dashboards

Everything in one system

Leverage Corporate HistoryReduce Admin - Giving Users time back

Reward Data Entry

Build Relationship Capital -Building up a good will reserveBe part of the conversation extra

Provide a Vision

Demonstrate initiative Identify ways to Add ValueIncrease User ProductivityIncrease Adoption/ Buy InTrusted AdvisorWhy?What are the benefits for you?

What is the WAVE Analytics Cloud?

Salesforce Analytics Cloudis powered by Wave, a data visualisation engine that transforms your data into clear and intuitive visual representations.Enabling Data DemocratizationFor more info read https://www.salesforce.com/assets/pdf/misc/analytics-technical-whitepaper.pdf

Analytics

Mobile First

Sticky VisualisationsQuick

Different ArchitectureStructure & Unstructured DataAgile

What are Actions?Actions enable users to do more inSalesforceand inSalesforce1 but allowing the quick execution of common tasks like creating and updating records.Action are reused across the platforms including Mobile & WAVE.

Two types:Object SpecificGlobal

Examples:Update records Close an OpportunityCreate records New ProductsNew EventNew TaskChatter Posts Created:DeclarativelyAPEX & VisualForce

ServiceSales

Analytics

Definition UsageTypesExamples

Mobile In the MenuMenu form analytics

Insight to Action ExamplesUsing the WAVE Sales App

Will I make my Quota?

What Actions can I take to achieve my goal?

How to enable Custom Actions in WAVEWhat you need to know:Only Object Specific ActionsAdd Custom Actions to the Page layoutCustom Actions are enabled on a DatasetDataset must include the Salesforce IDs Visualisations must be grouped by recordStepsCreate ActionDont worry trailhead will hold your hand!12345Upload Dataset XMD

Add Dimension ExpressionDownload XMD for DatasetAdd to Page Layout

https://developer.salesforce.com/trailhead/wave_apps_basic_wave_dashboard_customization/wave_apps_creating_action_packed_dashboards

Steps to create a POCHow you can you take this to the next level?

Proof of Concept

Test Insight to Action pathIdentify Data SourcesDesign a Dashboard & Custom ActionsIdentify Insight to Actions pathsCreate the Datasets incl. SF IDsCreate DashboardCreate Custom ActionsEnable Custom Actions on Datasets12345678

It is possible that this is not the right time but it will start the discussion and position you as a someone that is looking for ways to add value.

Next StepsWhat can you action tomorrow

Work through the Trailhead - Get a Demo OrgDownload the Mobile AppIdentify and prioritise Insight to Action PathsIdentify your dataLoad and explore your organisations dataEngage with the business to get feedbackAsk if you have any questions

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It is possible that this is not the right time but it will start the discussion and position you as a someone that is looking for ways to add value.

ResourcesPlayground Success Community Developer Communityhttps://www.salesforce.com/analytics-playground/ https://success.salesforce.com/ https://developer.salesforce.com/

Trailhead

Wave Analytics Basic

https://developer.salesforce.com/trailhead/module/wave_analytics_basics

Sales Wave App https://developer.salesforce.com/trailhead/module/wave_apps_sales_wave Wave App Basics

https://developer.salesforce.com/trailhead/module/wave_apps_basics

Basic Wave Dashboard Customisation https://developer.salesforce.com/trailhead/module/wave_apps_basic_wave_dashboard_customization

Blogshttps://www.andrewprice.me/blog/ Spacing of ParagraphsWhite Papershttps://www.salesforce.com/assets/pdf/misc/analytics-technical-whitepaper.pdf

@kerrytownsendQuestions?

thank y u